Plan Information Page
 | You can also access the plan information page from the Plan page. From the Schedule table, click the information icon  next to the top node in the plan. |
From the information page, you can perform plan actions, as well as view the plan attributes and any related information. For an overview of information page functionality, see About Information Pages and Customizing Information Page Tabs.
Actions
The plan information page includes several actions that are frequently available from the Actions menu.
| | The availability of these actions depends on the status of the plan, as well as your access to it. For more information about status indicators, see Understanding Data Accessibility. |
View the plan in a Gantt chart. | |
View a graphical display of how resource time is allocated. | |
Modify plan information. | |
Export the plan to Microsoft Project. | |
Import a plan from Microsoft Project. | |
Update the plan schedule after making changes that affect automatically calculated deadlines or statuses. You must also use this action to include changes made to the Windchill system calendar. | |
Create a baseline of the plan state, including all plan objects. | |
Export the plan as a template. This creates a ZIP file that you can save to your local machine. | |
Save the plan template and add it to the Templates table. These templates are available from the Plan Templates view at the organization level. |
Tabs and Tables
You can customize the tabs that appear on each object information page to display the information most useful to you.
| | Administrators might have modified the tabs that appear. |
Click the add tab icon 
to create a new tab. When you create a new tab, the Customize menu appears, allowing you to view any additional information tables that might not appear on the default tabs. For more information, see Customizing Information Page Tabs.
to create a new tab. When you create a new tab, the Customize menu appears, allowing you to view any additional information tables that might not appear on the default tabs. For more information, see Customizing Information Page Tabs.The following tabs are available from the plan information page:
• Details—Provides information on the plan attributes listed below.
• Schedule—Displays the plan as an expandable hierarchy of summary activities, activities, and milestones.
• Baselines—Includes the Plan Baselines table, where you can view changes in plan information over time.
Attributes
The Details tab displays the plan attributes.
For a list of attributes commonly available in Windchill, see Object Attributes.
Attributes | |
|---|---|
Name | The plan name. The name should be unique within the context. |
Description | A brief description of the plan. |
Risk | Identifies the probability that the plan can be completed by the due date. Possible values are Very High, High, Medium, Low, Very Low, and Unavailable. |
Risk Description | A brief explanation of the risk setting. |
Owner | The user responsible for the plan. |
Schedule | |||
|---|---|---|---|
Status | The plan status is rolled up from the status of all activities in the critical path. For more information, see Project States. | ||
% Work Complete | The percentage of all scheduled activity work that has been completed. | ||
Estimated Start | The estimated or schedule start date of the plan. | ||
Estimated Finish | The estimated or scheduled finish date of the plan. | ||
Actual Start | The actual date on which the first activity begins. This can be set when a user starts an activity or changes the % Work Complete attribute to a value greater than 0. | ||
Actual Finish | The actual date on which the plan is completed. • Manual execution—The actual finish is set when the final activity is completed. • Automatic execution—The actual finish is set when you select > from the Schedule table. | ||
Duration | The number of work days between the plan start and finish dates. | ||
Fixed Cost | Any unique charges associated with the plan that are separate from activity costs.
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Cost | The total cost of the plan. This is the combined amount of Fixed Cost and the rolled up cost of all plan activities. | ||
Effort | The total number of work hours scheduled for all plan activities. | ||
Rolled up Cost | The current combined cost of all plan activities. | ||
Preferences | |||
|---|---|---|---|
Calendar | • Standard—8-hour workday, Monday through Friday • 24 Hours—Work hours are 24 hours per day, 7 days a week
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Execution Control | Indicates whether the plan uses manual or automatic execution. For more information, see Execution of Plans. | ||
Linked Deliverable | Indicates that activities, milestones, and deliverables have a dependency relationship. For more information, see . | ||
Currency Symbol | The currency symbol that is used for costs. By default, this is the dollar sign ($).
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Currency Placement | The placement of the currency symbol in relation to the cost amount.
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Currency Decimal Digits | Determines how many digits are included after the decimal when representing cost. For example, a cost of twenty dollars would be represented as follows: • 0—$20 • 1—$20.0 • 2—$20.00 Costs are rounded to the nearest decimal. For example, if a user enters a cost of $25.68 and the decimal digit is set to 1, then the cost appears as $26.7.
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